Creative Planning Buys Mosaic
Creative Planning is acquiring Mosaic Pacific, a financial advisory practice serving clients throughout Hawaii. The transaction closed on June 30, 2025, bringing approximately $430 million in assets under management (AUM) to Creative Planning.
“This acquisition allows us to maintain our client-focused approach while bringing our clients additional resources and services.”
Cory Nakamura, Mosaic Pacific
Founded in 2014, Mosaic Pacific was built on the philosophy of integrating unbiased investment management with comprehensive financial planning services.
“What impressed us most about Mosaic Pacific is their dedication to understanding each client’s complete financial landscape,” said Peter Mallouk, president and CEO of Creative Planning. “Their approach to wealth management mirrors our own commitment to comprehensive service. We’re thrilled to welcome their talented team to Creative Planning.”
The integration of Mosaic’s team will build upon Creative Planning’s presence in the Pacific region while providing clients with access to Creative Planning’s services.
“This acquisition allows us to maintain our client-focused approach while bringing our clients additional resources and services,” shared Cory Nakamura, chief investment strategist at Mosaic Pacific.
The acquisition of Mosaic Pacific marks Creative Planning’s thirteenth acquisition in two years as the firm continues its strategic growth by expanding its geographical footprint and wealth management capabilities.
